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Royal Bank of Canada

Global banking, wealth management, and insurance

Insurance Advisor - Multiple Teams

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeMontreal, QC, Canada

About the Job

Requirements

  • Willingness and ability to obtain the Quebec Damage Insurance Certificate delivered by l’Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces.
  • Bilingual proficiency in English and French is required, including a high level of reading, comprehension and speaking in both languages.
  • Exceptional customer service skills and the ability to build strong relationships and connect with clients.
  • Flexibility to work all shifts within the hours of operation, Monday through Friday, 8:00 a.m. to 8:30 p.m.
  • Digital literacy across smartphones, tablets, laptops and other services.

Responsibilities

  • Provide insurance advice and solutions to clients based on their needs through inbound calls.
  • Deliver a consistent, positive client experience, resolve client concerns at first point of contact, and build relationships through meaningful discussions.
  • Complete personalized needs assessments and reviews using tools, resources and calculators to demonstrate value and support advice recommendations.
  • Apply an understanding of regulatory risk when underwriting and updating home and auto insurance policies.
  • Use procedures effectively and seamlessly during client conversations.
  • Cultivate and maintain relationships with partners to work as one team.
  • Contribute to individual and team sales goals by proactively recommending personal home and auto insurance solutions to new and existing clients, and referring clients to organizational partners.

Desired Qualifications

  • Possession of the Quebec Damage Insurance Certificate delivered by l’Autorité des marchés financiers.
  • Post-secondary education.
  • Knowledge of insurance products.
  • Customer service and/or sales experience in a contact centre environment.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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